David and Anne
Pre-RetirementAges 52 and 50
Primary Goal: Get organized and make strategic decisions with their money to make sure their nest egg can support them when they choose to retire.
Read MoreThe Financial Advisor Who Answers Your Call
Clarity Today. Confidence Tomorrow.
22+Years of
Experience
Experience
I help successful individuals and families simplify complexity, reduce stress, and create a plan they can feel good about—today and for decades to come.
Get StartedRetirement Planning
Tax Strategy
Wealth Management
Meet Your Advisor
Suzanne Powell, CRPC™
Vice-President, Meridian Wealth Management
Prior to joining Meridian, Suzanne was Vice President of investments for J.P. Morgan Chase and Wells Fargo. With a career spanning over 22 years, she has earned a reputation as an advisor who always answers your call.
Schedule a CallMy Process
A clear process. A better future.
01
Discover
We start with you—your goals, values, and what matters most.
02
Analyze
We evaluate your complete financial picture and identify opportunities.
03
Plan
We build a personalized plan designed to help you move forward.
04
Implement
We coordinate the details and put your plan into action.
05
Review
We review regularly and adjust as your life evolves.
Real Stories
Clients Like You
Bob and Christine
RetiredAges 68 and 67
Primary Goal: Reduce taxes, make sure their investments are optimized, create peace of mind with a reliable income stream in retirement.
Read MoreYour financial goals might be a bit different — but we can find success together.
Ready to get started?
We have designed our wealth management process with you in mind. Schedule a no-cost consultation and let's see if we're a good fit.